Global Picklists Are Sets of Picklist Values That Can Be Used and Reused When Creating Custom Contact, Account, and/or User Fields

Apollo allows you to create Custom Fields (detailed here) for contacts, accounts, opportunities, and users. Among these, one of the most useful custom fields that we offer is the 'Picklist' type. Picklists are defined lists of values (options) that users can "pick" between for a given custom field. Similarly, we also offer 'Picklist (Multi-Select)' as a field type, which allows you to choose multiple different values in the list, rather than just one. 

Our Global Picklist feature, then, gives you an easy way to leverage the same lists of values for different custom picklist fields. For example, say you have three custom picklist fields - one for contacts, one for accounts, and one for opportunities - and they are all named "Health". In this case, rather than manually entering the same options for each custom picklist field, you can create a global picklist and use that instead.

Creating Global Picklists

To configure these, go to Settings > Global Picklists and click + Add Global Picklist Value Set 

Once you've named your Global Picklist and created the options you want, you'll be able to configure the ordering of the options as well. To do this, click the three horizontal lines next to an option and drag it to the position you want. 

Using Global Picklists

To use a Global Picklist, create a Custom Field from within either Settings > Contacts (shown below), Settings > Accounts, or Settings > Users  -

In the 'Type' dropdown (shown above), you'll only see your Global Picklist Value Sets if you select 'Picklist' or 'Picklist (Multi-Select)'.

Note: You can also create a new picklist value set during creation of a Custom Field (shown in the GIF above after clicking 'New picklist value set'), but keep in mind this value set will not be global, and will therefore be isolated to the given custom field. 

Editing Global Picklists

You can edit a Global Picklist by going to Settings > Global Picklists and clicking the [...] button to its far right. Aside from this though, you can also edit Global Picklists by editing any Custom Field that uses one -

Related Resources

• Create and Update Custom Contact, Account, and/or User Fields